Meridian Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Meridian Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$823K	Hold	7,272	–	–	0.2%	57
2025 Q4	$896K	Hold	7,272	–	–	0.22%	50
2025 Q3	$878K	Hold	7,272	–	–	0.24%	50
2025 Q2	$828K	Hold	7,272	–	–	0.23%	47
2025 Q1	$675K	Hold	7,272	–	–	0.21%	47
2024 Q4	$738K	Hold	7,272	–	–	0.19%	56
2024 Q3	$696K	Hold	7,272	–	–	0.18%	58
2024 Q2	$673K	Hold	7,272	–	–	0.18%	61
2024 Q1	$614K	Hold	7,272	–	–	0.17%	62
2023 Q4	$597K	Hold	7,272	–	–	0.17%	59
2023 Q3	$498K	Hold	7,272	–	–	0.16%	64
2023 Q2	$513K	Hold	7,272	–	–	0.16%	66
2023 Q1	$465K	Hold	7,272	–	–	0.15%	61
2022 Q4	$425K	Hold	7,272	–	–	0.16%	59
2022 Q3	$421K	Hold	7,272	–	–	0.17%	55
2022 Q2	$439K	Hold	7,272	–	–	0.17%	52
2022 Q1	$555K	Buy	7,272 +72	+1%	+$5.41K	0.18%	55
2021 Q4	$602K	Hold	7,200	–	–	0.17%	54
2021 Q3	$532K	Hold	7,200	–	–	0.16%	54
2021 Q2	$524K	Hold	7,200	–	–	0.15%	60
2021 Q1	$469K	Hold	7,200	–	–	0.15%	61
2020 Q4	$460K	Hold	7,200	–	–	0.15%	57
2020 Q3	$416K	Hold	7,200	–	–	0.15%	55
2020 Q2	$373K	Hold	7,200	–	–	0.15%	58
2020 Q1	$297K	Hold	7,200	–	–	0.14%	59
2019 Q4	$349K	Hold	7,200	–	–	0.14%	62
2019 Q3	$324K	Hold	7,200	–	–	0.14%	59
2019 Q2	$323K	Hold	7,200	–	–	0.14%	62
2019 Q1	$310K	Hold	7,200	–	–	0.15%	60
2018 Q4	$271K	Hold	7,200	–	–	0.14%	64
2018 Q3	$319K	Hold	7,200	–	–	0.14%	71
2018 Q2	$293K	Hold	7,200	–	–	0.14%	71
2018 Q1	$279K	Hold	7,200	–	–	0.13%	67
2017 Q4	$275K	Hold	7,200	–	–	0.13%	68
2017 Q3	$258K	Hold	7,200	–	–	0.13%	65
2017 Q2	$246K	Hold	7,200	–	–	0.13%	63
2017 Q1	$237K	Hold	7,200	–	–	0.13%	61
2016 Q4	$219K	Hold	7,200	–	–	0.13%	65
2016 Q3	$219K	Hold	7,200	–	–	0.13%	62
2016 Q2	$210K	Hold	7,200	–	–	0.13%	61
2016 Q1	$209K	Hold	7,200	–	–	0.13%	64
2015 Q4	$208K	Buy	+7,200	New	+$209K	0.13%	64
2015 Q3	–	Sell	-7,200	Closed	-$205K	–	68
2015 Q2	$205K	Hold	7,200	–	–	0.12%	64
2015 Q1	$205K	Hold	7,200	–	–	0.15%	58
2014 Q4	$201K	Buy	+7,200	New	+$197K	0.15%	60
2013 Q4	–	Sell	-10,400	Closed	-$232K	–	60
2013 Q3	$232K	Hold	10,400	–	–	0.2%	54
2013 Q2	$230K	Buy	+10,400	New	+$220K	0.2%	54

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Meridian Management's IVW Position: Q1 2026 in Review

Meridian Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 7,272 shares worth $823K. The position accounts for 0.2% of the portfolio, ranked #57.

Meridian Management first reported a position in IVW in Q2 2013 and has held it in 47 quarters since. The position peaked at $896K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Meridian Management held 7,272 shares of iShares S&P 500 Growth ETF worth $823K as of Q1 2026.
Meridian Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.2% of Meridian Management's portfolio in Q1 2026, its #57 holding.
Meridian Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 47 quarters since.
Meridian Management's iShares S&P 500 Growth ETF position peaked at $896K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.